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VisionPoint Advisory Group’s American Express AXP Stock Holding History

VisionPoint Advisory Group’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$765K Sell
2,261
-57
-2% -$18.3K 0.12% 187
2026
Q1 		$701K Buy
2,318
+14
+0.6% +$4.69K 0.13% 177
2025
Q4 		$852K Sell
2,304
-110
-5% -$39.4K 0.17% 134
2025
Q3 		$802K Buy
2,414
+88
+4% +$28K 0.16% 147
2025
Q2 		$742K Buy
2,326
+214
+10% +$60.2K 0.16% 142
2025
Q1 		$568K Buy
2,112
+170
+9% +$50.2K 0.19% 104
2024
Q4 		$580K Sell
1,942
-387
-17% -$111K 0.2% 102
2024
Q3 		$632K Sell
2,329
-2,391
-51% -$595K 0.21% 102
2024
Q2 		$1.09M Sell
4,720
-205
-4% -$47.5K 0.39% 71
2024
Q1 		$1.12M Sell
4,925
-4,713
-49% -$977K 0.4% 66
2023
Q4 		$1.81M Sell
9,638
-212
-2% -$34.1K 0.67% 43
2023
Q3 		$1.47M Buy
9,850
+540
+6% +$88.3K 0.63% 48
2023
Q2 		$1.62M Buy
9,310
+530
+6% +$85.5K 0.66% 46
2023
Q1 		$1.31M Buy
8,780
+1,496
+21% +$248K 0.58% 49
2022
Q4 		$1.32M Buy
+7,284
New +$1.08M 0.55% 42
2020
Q4 		– Sell
-2,209
Closed -$221K – 139
2020
Q3 		$221K Sell
2,209
-62
-3% -$6.1K 0.1% 117
2020
Q2 		$217K Buy
+2,271
New +$209K 0.09% 100
2020
Q1 		– Sell
-1,898
Closed -$236K – 118
2019
Q4 		$236K Sell
1,898
-207
-10% -$24.7K 0.1% 108
2019
Q3 		$241K Buy
2,105
+34
+2% +$4.17K 0.07% 118
2019
Q2 		$256K Buy
+2,071
New +$243K 0.07% 109
2019
Q1 		– Sell
-3,137
Closed -$299K – 131
2018
Q4 		$299K Buy
+3,137
New +$328K 0.1% 79

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VisionPoint Advisory Group's AXP Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its American Express (AXP) stake by 2.5% in Q2 2026, selling an estimated $18.3K and leaving 2,261 shares worth $765K. The position accounts for 0.12% of the portfolio, ranked #187.

VisionPoint Advisory Group first reported a position in AXP in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.81M in Q4 2023. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • VisionPoint Advisory Group held 2,261 shares of American Express worth $765K as of Q2 2026.
  • VisionPoint Advisory Group sold 57 American Express shares in Q2 2026, an estimated $18.3K.
  • American Express made up 0.12% of VisionPoint Advisory Group's portfolio in Q2 2026, its #187 holding.
  • VisionPoint Advisory Group first reported a position in American Express in Q4 2018 and has held it in 21 quarters since.
  • VisionPoint Advisory Group's American Express position peaked at $1.81M in Q4 2023.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.